EWM

Evolution Wealth Management Portfolio holdings

AUM $121M
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$81.2M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
579
New
Increased
Reduced
Closed

Top Buys

1
+$12.6M
2
+$5.4M
3
+$3.35M
4
OVL icon
Overlay Shares Large Cap Equity ETF
OVL
+$2.46M
5
OVB icon
Overlay Shares Core Bond ETF
OVB
+$1.81M

Top Sells

No sells this quarter

Sector Composition

1 Technology 4.1%
2 Consumer Discretionary 1.66%
3 Financials 1.62%
4 Communication Services 1.3%
5 Healthcare 0.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$20.9K 0.03%
+769
277
$20.7K 0.03%
+316
278
$20.6K 0.03%
+848
279
$20.3K 0.03%
+254
280
$20.2K 0.02%
+463
281
$20K 0.02%
+95
282
$20K 0.02%
+57
283
$19.8K 0.02%
+108
284
$19.7K 0.02%
+315
285
$19.7K 0.02%
+552
286
$19.5K 0.02%
+241
287
$19.2K 0.02%
+308
288
$19.2K 0.02%
+54
289
$19K 0.02%
+229
290
$18.9K 0.02%
+254
291
$18.8K 0.02%
+271
292
$18.5K 0.02%
+217
293
$18.4K 0.02%
+150
294
$18.2K 0.02%
+953
295
$18K 0.02%
+122
296
$18K 0.02%
+197
297
$17.9K 0.02%
+340
298
$17.9K 0.02%
+57
299
$17.8K 0.02%
+1,218
300
$17.8K 0.02%
+40
10 11
12
13 14